Column ID |
Column Name |
Description |
Required Format |
A |
OrgID |
Each Careview customer has a unique 36-character Organisation ID number. This column is a placeholder only. |
OrgID will be provided by Careview. The column is not required to be populated. |
B |
Client NDIS Number |
Client NDIS Number will be validated against existing active Client Profiles in Careview. If no match is found the whole file will be rejected. |
Must be 9 digits only with no other characters such as spaces, e.g., 43088899 |
C |
Client Full Name |
Full name of the NDIS Participant. |
|
D |
Service Provider Name |
Name of Service Provider on the Invoice. |
|
E |
Service Provider ABN |
Service Provider ABN number must be provided. ABN will be validated against existing Service Provider records in Careview. If no match is found, the whole file will be rejected. |
Must be 11 digits with no spaces, e.g., 23099977722 |
F |
Invoice Number |
Service Provider Invoice Number must be provided. Invoice Number is passed to the PRODA claiming file in the ClaimReference column so must conform to PRODA requirements. If validation fails the whole file will be rejected. |
Up to 50 characters. which includes - alpha numeric, forward slash (/), hyphen (-) and underscore (_). |
G |
Invoice Date |
Service Provider Invoice Date must be provided. If the Invoice Date is not provided the whole file will be rejected. |
Must be in DD/MM/YYYY format, e.g., 17/07/2019 Please ensure CSV retains correct format. |
H |
Invoice Total |
Total amount of the Invoice must be provided. If the Invoice Total is not provided the whole file will be rejected. |
Must be in $DD,DDD.CC, e.g., $124,50, $8,471.00, $11,290.81. The $ can be omitted. |
I |
Invoice Line Delivered Date |
Delivered Date must be supplied if Delivered From is null.
Must meet the Start and End Dates of an active Service Contract.
Inactive Service Contracts cannot be used. |
Must be in DD/MM/YYYY format, e.g., 01/07/2019 |
J |
Invoice Line Delivered From Date |
Delivered From must be supplied if Delivered Date is null. Delivered From cannot be after Delivered To Date.
Must be on or after the Start Date of an active Service Contract.
Inactive Service Contracts cannot be used. |
Must be in DD/MM/YYYY format, e.g:, 01/07/2019 |
K |
Invoice Line Delivered To Date |
Delivered To must be supplied if Delivered From is populated. Delivered To cannot be before Delivered From Date.
Must be on or before the End Date of an active Service Contract.
Inactive Service Contracts cannot be used. |
Must be in DD/MM/YYYY format, e.g., 01/07/2019 |
L |
Invoice Line Service Support Item |
Line Item Support Item must be supplied.
If the Invoice Line Service Support Item cannot be validated against the existing price guide service support item numbers in Careview whole file will be rejected.
Category budget must exist and have enough remaining funding.
|
Must be supplied and in the same format as the NDIS Price Guide support item number formats.
E.g. 15_038_0117_1_3
|
M |
Invoice Line Hours |
Hours must be supplied if Quantity is null.
If both Hours and Quantity are included the file will be rejected.
|
Must be HHH:MM format: e.g., 1:45 for 1 hour 45 minutes |
N |
Invoice Line Quantity |
Quantity must be supplied if Hours is null.
If both Hours and Quantity are included the file will be rejected.
We recommend always using InvoiceLineQuantity. |
Up to 5 Numeric characters including NNNNN OR NNN.NN. format. |
O |
Invoice Line Rate |
Rate must be supplied.
If the Rate is not provided the whole file will be rejected.
Rate cannot be greater than current Support Item Number $ rate. |
Must be in $D,DDD.CC, e.g., $48,90, $1,210.00, $123.40. The $ can be omitted. |
P |
Invoice Line Total |
Linen Item Total must be supplied.
If the Line Item Total is not provided the whole file will be rejected.
Calculation InvoiceLineHours x InvoiceLineRate OR
InvoiceLineQuantity x InvoiceLineRate.
We recommend always using InvoiceLineQuantity. |
Must be in $DD,DDD.CC, e.g., $11,290.81. The $ can be omitted. |
Q |
Invoice Line GST Code |
Must be supplied as 1 of either:
If = P1 InvoiceLineTotal must include GST amount.
|
If null (empty) P2 will be applied when the Invoice line is created in Careview. |
R |
Invoice Line Claim Type |
Must be supplied as 1 of either:
|
|
S |
Invoice Line Cancellation Reason |
If Claim Type = CANC, Cancellation Reason must be supplied as 1 of either:
|
|
Validation |
Description |
Client NDIS Number |
The supplied Client NDIS Number in the CSV file must match an existing Client Profile with a status of Active. If the supplied Client NDIS Number matches against an inactive client in Careview, or does not exist in Careview, the file will be rejected. |
Service Provider ABN |
The Service Provider ABN must match an existing Service Provider record in Careview. Where no match is found, the file will be rejected. The Service Provider will need to be created/updated with the correct ABN details and then the file can be uploaded again. |
Invoice Line Service Support Item |
The Invoice Line Service Support Item must match an existing Support Item number in Careview. Where a match is not found, the file will be rejected. The file can either be corrected or the Support Item can be created in Careview and then the file can be uploaded again. |
Rate |
Rate will be validated against the Invoice Line Service Support Item. Where the Rate supplied is greater than the current Support Item Rate (based on Delivered Date or Delivered From Date), and the default for the Support Item Rate in the price guide is not $0, the file will be rejected. |
Client Budget Validation |
Description |
Active Service Contract Check |
The Client must have an active service contract in Careview. If no active service contract is found that matches the Delivered Date or Delivered From and Delivered To date ranges the file will be rejected. |
Duplicate Service Contracts Check |
Where there are multiple active service contracts that cover the Delivered Date or Delivered From and Delivered To date range, the file will be rejected. |
Existing Category Budget Validation Check |
Each Invoice will then be validated against existing active service contract budget categories. If the service contract does not have a category budget for the Support Item Number supplied in Column ID 12 the file will be rejected. |
Remaining Budget Validation check |
If the remaining category budget for the Client is less than the total value of the related Invoice Lines for the client in the file the file will be rejected. |
Service Provider Budget Check |
The service contract will be checked to determine if the related Service Provider has a specific category budget. If one exists, the service contract budget will be validated to ensure it contains the required funding. If not, the file will be rejected. |
Service Support Check |
The service contract will be checked to determine if the related Service Provider has a specific Service Support for the Support Item Number supplied in Column ID 12. If one exists, the Service Support will be validated to ensure it contains the required funding. If not, the file will be rejected. |